Private Client 'how to' guides

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The following ‘how to’ guides identify the steps to be taken and issues to be considered for Private Client practitioners when undertaking a variety of key tasks. Each guide includes links to more detailed related content.

Wills and probate

  1. •

    How to check if a Will is valid following the testator’s death

  2. •

    How to complete Form IHT400

  3. •

    How to exclude a potential beneficiary in a Will

  4. •

    How to complete an action for proving tenor of lost Will or codicil—Scotland

Trusts

  1. •

    How

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